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Building 2WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

Map pinGLASTONBURY, CT
Phone860-430-9766
NotebookSEC #801-58282
Total AUM
$501.2M
Employees
8
Clients
564

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
655 WINDING BROOK DRIVE
SUITE 2030
GLASTONBURY
CT 06033-4335
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
860-430-9766
Other Offices
1

ReceiptFinancials

Total AUM
$501.2M
Accounts
1,143
Discretionary
$501.2M
Accounts
1,143
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
418
AUM
$126M
HNW Individual Clients
126
AUM
$354M
Pension/Profit Sharing Plan Clients
1
AUM
$11.1M
Charitable Organization Clients
18
AUM
$6.9M
Corporation or Business Clients
1
AUM
$3.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLMANCNJNYSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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